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Flotek Industries

70 hedge funds and large institutions have $26.3M invested in Flotek Industries in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $14K | Put options by funds: $4K

0.93% less ownership

Funds ownership: 9.25%8.32% (-0.93%)

9% less funds holding

Funds holding: 7770 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

59% less capital invested

Capital invested by funds: $64.2M → $26.3M (-$37.9M)

Holders
70
Holders Change
-7
Holders Change %
-9.09%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
30
Closed
17
Calls
$14K
Puts
$4K
Net Calls
+$10K
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
NM
1
Newtyn Management
New York
$4.61M +$4.81M +531,439 +160%
BlackRock
2
BlackRock
New York
$3.41M +$68.5K +7,560 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.27M -$37.5K -4,141 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.61M +$5.91K +652 +0.1%
RCM
5
Rutabaga Capital Management
Massachusetts
$1.85M +$179K +19,741 +6%
DGI
6
Disciplined Growth Investors
Minnesota
$1.34M -$190K -20,955 -8%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$1.27M -$608K -67,107 -22%
State Street
8
State Street
Massachusetts
$934K +$48.5K +5,354 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$688K +$103K +11,318 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$668K +$73.8K +8,144 +7%
BC
11
Bruce & Co
Illinois
$626K
Northern Trust
12
Northern Trust
Illinois
$602K +$119K +13,144 +13%
SI
13
Stephens Inc
Arkansas
$517K -$55.7K -6,152 -6%
Morgan Stanley
14
Morgan Stanley
New York
$392K -$224K -24,748 -25%
WIM
15
Wilen Investment Management
Florida
$351K +$13K +1,439 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$303K -$356K -39,260 -41%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$233K -$30.8K -3,403 -7%
Invesco
18
Invesco
Georgia
$210K -$3.36M -370,533 -90%
N
19
Nuveen
North Carolina
$208K -$498 -55 -0.1%
Franklin Resources
20
Franklin Resources
California
$169K
Creative Planning
21
Creative Planning
Kansas
$156K
MA
22
Minerva Advisors
Pennsylvania
$147K
FIM
23
Freedom Investment Management
Connecticut
$144K -$2.77K -306 -2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$123K
Wells Fargo
25
Wells Fargo
California
$121K +$83.9K +9,257 +68%

FTK Hedge Fund Activity: Q1 2020 in Review

70 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Flotek Industries (FTK) for Q1 2020, worth a combined $26.3M — down 59% from $64.2M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FTK and 11 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 18 added.

The largest buyer was Newtyn Management, adding an estimated $4.81M. The largest seller was Invesco, cutting an estimated $3.36M.

  • 70 institutional investors held Flotek Industries (FTK) as of Q1 2020, down from 77 in Q4 2019.
  • Funds reported $26.3M of Flotek Industries stock for Q1 2020, down 59% quarter-over-quarter.
  • 11 funds opened new Flotek Industries positions in Q1 2020 and 17 closed out, a net change of -6 holders.
  • The largest Flotek Industries buyer in Q1 2020 was Newtyn Management, an estimated $4.81M added.
  • The largest Flotek Industries seller in Q1 2020 was Invesco, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2020.